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Microsoft CRM Sales Consultant

3 months ago

London, Greater London, United Kingdom Citi Full time

Citi Commercial Bank UK (CCB UK) offers its clients the convenience of a global banking network, thought leadership and global financial capabilities of Citi.

We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered high-growth Mid-Market companies, with a global footprint.

We are focussed on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital & Technology, Consumer and Life Sciences.


The Digital, Technology & Communications (DT&C) coverage team provides Citi's unique global commercial banking coverage to fintech companies, in all stages of their growth, operating across a wide range of sub-sectors including Payments, FX, Open Banking, Wealth Tech, Infrastructure, Financing and more.

We support our clients by providing traditional commercial banking products & solutions, as well as investment banking, capital markets and M&A advisory services.

Our dedicated commercial banking partners include banking specialists across Treasury & Trade Services, Risk Management, Corporate Finance, Private Banking, Wealth Management, Capital Markets and Corporate Derivatives.


The primary responsibility of the Relationship Associate will be to support the Relationship Managers in servicing the banking & financing needs of fintech clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients' across the UK DT&C sector.

Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers
Develop and maintain strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical (DT&C) and CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group)
Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding
Close interaction with operational teams throughout the KYC renewal process. Ensure sufficient controls are in place for all new and existing clients, through the established KYC / AML process and lead any control or remediation requirements
Proficient use of internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting
Maintains correct client legal and marketing hierarchies
Assists in implementation of cash transactions for the Relationship Manager
Coordinates credit requests and approvals from Citi's global network
Build meaningful relationships helping to support with routine banking, credit queries, service escalations and introductions to teams across Citi's global network

Responsible for driving client opportunities through CRM, initiate CRM workflow for account opening and other Treasury & Trade Solution (TTS) products.

Take ownership of all documentation related queries and wider implementation during onboarding phase
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding
Previous banking experience. Working within Commercial/Corporate banking is desirable
Knowledge of general banking processes, onboarding processes and cash management & liquidity
Commercial/Corporate Banking skills
Relationship skills and ability to maintain an effective network across the organization
Project Management
Proficiency with Microsoft and CRM applications
Understanding of implementation/on-boarding process advantageous
Understanding of Compliance and KYC is desirable

Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions.

Commercial and Business Sales

Commercial Sales Support

Full time

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the EEO Policy Statement .